Every firm says they're detail-oriented. Here's what that detail actually earned three of our clients, in dollars saved, fees avoided, and confidence restored.
Following the unexpected passing of the owner, this family business was struggling with a considerable tax liability. They had cycled through multiple bookkeepers over three years, and each one had missed the discrepancies compounding underneath.
We started with the current year's bookkeeping, but a detailed review of the financial statements uncovered deeper issues. The engagement grew into a comprehensive cleanup of three years of financial records, correcting inconsistencies every previous bookkeeper had overlooked.
With accurate books finally in hand, we amended the business's tax returns.
$130,000 in federal taxes and $53,000 in state taxes eliminated. The family kept their business, and the liability that had loomed over the transition was gone.
A company specializing in live horse racing events, simulcasting, and Historical Horse Racing terminals across eleven Horse Palace OTB locations needed extensive support for its in-house accounting team, particularly around construction projects and fixed assets.
We analyzed each construction project to ensure accurate accounting treatment, mastered the company's fixed asset software, and meticulously recorded every project placed into service, enabling precise calculations of both book and tax depreciation.
Accuracy at the asset level translated directly into money at the bottom line.
Substantial savings on annual CPA fees, because the outside firm no longer had to redo the depreciation work, year after year.
A food manufacturer engaged us for QuickBooks Online mentorship. During the engagement, we discovered significant misstatements on their balance sheet that were quietly distorting their profit and loss reporting.
We performed a detailed analysis of the balance sheet, identified and corrected the inaccuracies, and booked a cumulative correction to net income, then taught the owner how to keep it accurate going forward.
Reliable reporting became the foundation for every decision that followed.
Accurate financials and the skills to maintain them. The client continues their own bookkeeping today, with confidence instead of guesswork.
Every engagement above started the same way: a conversation. Tell us where your books stand and we'll tell you, honestly, what we see.
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